Category Archives for Estate Planning Live

What Is Tax Basis?

Death and Taxes...the only certainties. However, we can control how much of an assets value is subject to tax.

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Can Your Child’s Creditors Garnish Your Bank Account?

Putting your child on your bank account can spell disaster. Find out how this seemingly innocent act can cost you a fortune.

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Why Do People Want To Avoid Probate?

If you've ever been through probate you know the answer to this question. People want to avoid probate because it can be a difficult and costly process.

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When Is The Right Time For An Estate Plan?

Now it the right time to get your Estate Plan in place. Schedule an Estate Planning Strategy Session to learn more.

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Fair Doesn’t Mean Equal

When splitting assets amongst your heirs, you don't have to make the values equal for things to be fair.

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